How can I submit an Approval?
When a sales/marketing representative creates a record that has at least one matching approval process, then they are prompted to send the record for approval from the approvers set in the process.
- Set-up an approval.
- Create a record that matches the entry criteria of that approval.
- Enter the necessary details and click Save.
- You can add a note of the approvers in the needs approval window.
- Click Submit button.
- The record sent for approval is locked.
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